U.S. Fiduciary
U.S. Fiduciary is a financial firm offering a number of accounts-related services such as managed accounts, asset allocation and more.
Business Model:
Revenue: $0
Employees: 1-10
Rankings
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Detailed U.S. Fiduciary Information
Geographic Data
Address:
City: Houston
State: Texas
Zip:
Country: United States
Financial Info
Stage:
series unknown
Raised Last:
$9M
Raised Total:$9M
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0Website Global Rank
0Website Monthly Traffic
Twitter Followers
Description
U.S. Fiduciary, Inc. operates as a boutique financial services firm. Its products include managed accounts, mutual fund and ETF model portfolios, and advisor managed portfolios; and Client Acquisition Tool, which allows advisors to profile clients to determine their goals, preferences, and risk tolerance. The company also provides asset allocation modeling and research; brokerage services; and portfolio administration performance reporting services. In addition, it offers professional development curriculum that covers a range of topics, such as portfolio construction, asset allocation, manager research and selection, the use of alternative investments, behavioral finance, compliance, and fiduciary responsibility. The company serves investment advisors and their high net worth and institutional clients. It has strategic partnership with CRA RogersCasey, Frontier Asset Management, and Greenrock Research. U.S. Fiduciary, Inc. was founded in 2003 and is based in Houston, Texas.
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| Announced Date | Company | Transaction | Money Raised |
|---|
| Announced Date | Transaction | Number of Investors | Money Raised | Lead Investors | 4/2007 | Venture Round | 2 | $9M |
Advantage Capital IA Capital Group Advantage Capital IA Capital Group |
|---|
| Announced Date | Name | Price |
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